The Storage Procurement Decision That Determines Whether Million-Token Serving Is Profitable
Choose your KV cache storage tier before ordering hardware.
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11 stories in Total Cost of Inference.
Choose your KV cache storage tier before ordering hardware.
Long-context serving costs scale with memory, not just tokens.
Storage I/O speed, not GPU compute, determines whether long-context serving stays cost-efficient.
Power and cooling infrastructure now costs as much as the GPUs themselves.
Staffing and managing AI infrastructure now costs as much as the compute itself.
KV cache transfers between GPU pools drive network costs more than computation or model size.
Optimizer state, not weights, drives checkpoint costs during LLM training.
Self-hosted LLMs cost 95% more than their free model weights suggest.
Breaking down token costs reveals four stack layers where savings hide beyond the sticker price.
Wafer shortages are making NVMe storage nearly as expensive as GPU memory for inference.
KV cache size follows a formula that infrastructure teams can measure and control.